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AlphaStar Capital Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

AlphaStar Capital Management’s Portfolio IJH Stock Details IJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,262
Closed -$1.01M – 269
2025
Q2 		$1.01M Buy
+16,262
New +$955K 0.07% 170
2024
Q4 		– Sell
-6,813
Closed -$425K – 284
2024
Q3 		$425K Buy
6,813
+122
+2% +$7.36K 0.03% 252
2024
Q2 		$392K Buy
6,691
+1,295
+24% +$76.1K 0.04% 217
2024
Q1 		$328K Buy
5,396
+556
+11% +$31.5K 0.03% 227
2023
Q4 		$268K Sell
4,840
-920
-16% -$46.7K 0.02% 248
2023
Q3 		$287K Sell
5,760
-45
-0.8% -$2.36K 0.04% 219
2023
Q2 		$304K Sell
5,805
-1,025
-15% -$50.9K 0.03% 221
2023
Q1 		$342K Sell
6,830
-4,585
-40% -$234K 0.03% 217
2022
Q4 		$552K Sell
11,415
-1,520
-12% -$73.4K 0.06% 196
2022
Q3 		$567K Sell
12,935
-4,325
-25% -$209K 0.06% 178
2022
Q2 		$781K Sell
17,260
-3,740
-18% -$185K 0.07% 182
2022
Q1 		$1.13M Sell
21,000
-145
-0.7% -$7.72K 0.09% 157
2021
Q4 		$1.17M Sell
21,145
-5,945
-22% -$331K 0.09% 158
2021
Q3 		$1.49M Buy
27,090
+14,500
+115% +$780K 0.1% 160
2021
Q2 		$677K Buy
12,590
+3,530
+39% +$191K 0.09% 164
2021
Q1 		$472K Buy
9,060
+85
+0.9% +$4.25K 0.07% 159
2020
Q4 		$434K Sell
8,975
-2,670
-23% -$112K 0.07% 152
2020
Q3 		$459K Buy
+11,645
New +$435K 0.09% 129
2018
Q2 		– Sell
-5,655
Closed -$212K – 234
2018
Q1 		$212K Sell
5,655
-199,995
-97% -$7.65M 0.08% 168
2017
Q4 		$7.81M Buy
+205,650
New +$7.6M 2.01% 14

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AlphaStar Capital Management's IJH Position: Q3 2025 in Review

AlphaStar Capital Management sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2025, closing a stake of 16,262 shares — an estimated $1.01M sold.

AlphaStar Capital Management first reported a position in IJH in Q4 2017 and held it in 20 quarters. The position peaked at $7.81M in Q4 2017. 2,452 funds tracked by Wall St. Rank hold IJH as of Q3 2025.

  • AlphaStar Capital Management reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • AlphaStar Capital Management sold 16,262 iShares Core S&P Mid-Cap ETF shares in Q3 2025, an estimated $1.01M.
  • AlphaStar Capital Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2017 and held it in 20 quarters.
  • AlphaStar Capital Management's iShares Core S&P Mid-Cap ETF position peaked at $7.81M in Q4 2017.
  • 2,452 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2025.

Based on AlphaStar Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.